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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,334 | $75,058-52.9% | $152,301-76.8% | $64,340-45.1% |
| Participation rate | 87.6% | 60.9%+26.7pp | 82.4%+5.2pp | 55.2%+32.4pp |
| Annual return | 31.41% | 29.93%+1.5pp | 80.50%-49.1pp | 24.14%+7.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $10,644 | $5,041+111.2% | $8,004+33.0% | $2,980+257.1% |
| Admin fee / account holder | $3,046 | $4,050-24.8% | $14,398-78.8% | $3,703-17.7% |